Sales & Client Onboarding Coordinator

Role Overview

The Sales & Client Onboarding Coordinator plays a critical role in ensuring a seamless transition from lead generation to signed contracts and smooth handoffs to operations. This position is responsible for managing inbound leads, preparing proposals, tracking contracts, and coordinating post-sales processes. The ideal candidate is highly organized, detail-oriented, and skilled at optimizing sales workflows for efficiency.

Key Responsibilities

1. Contract Management

• Prepare, send, and track contracts for signatures, ensuring timely execution.

• Maintain a structured system for contract storage and retrieval.

• Follow up on outstanding contracts to minimize delays in the sales process.

2. Proposal Creation

• Review sales call recordings and create tailored proposals that align with client needs.

• Maintain a database of proposal templates for efficiency.

• Ensure proposals are sent within the expected timeframe and track follow-ups.

3. Inbound Lead Management

• Respond to all inbound leads promptly and qualify prospects based on predefined criteria.

• Schedule and coordinate sales calls with the appropriate team members.

• Maintain lead tracking and status updates within the CRM to ensure visibility.

4. Sales Handoff Coordination

• Manage the transition from sales to operations by ensuring all necessary client details are properly documented and communicated.

• Work closely with the operations team to ensure a smooth client onboarding experience.

• Identify and address gaps in the handoff process to improve efficiency.

Qualifications

• 2+ years of experience in sales support, customer success, or administrative roles.

• Strong organizational and multitasking skills.

• Experience with CRM and proposal software (e.g., HubSpot, PandaDoc, or similar).

• Excellent communication and follow-up skills.

• Detail-oriented with the ability to manage multiple deals at once.

Why Join Us?

• Fast-paced, high-growth environment.

• Opportunity to work closely with sales and operations teams.

• Room for professional growth and development.